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Cornerstone Planning Group’s Fidelity Quality Factor ETF FQAL Stock Holding History

Cornerstone Planning Group’s Portfolio FQAL Stock Details FQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-182
Closed -$14.1K – 1855
2025
Q4 		$14.1K Sell
182
-327
-64% -$24.5K ﹤0.01% 697
2025
Q3 		$38.4K Buy
+509
New +$36.7K 0.01% 400

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RWM
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Planning Group's FQAL Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Fidelity Quality Factor ETF (FQAL) in Q1 2026, closing a stake of 182 shares — an estimated $14.1K sold.

Cornerstone Planning Group first reported a position in FQAL in Q3 2025 and held it in 2 quarters. The position peaked at $38.4K in Q3 2025. 151 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Fidelity Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 182 Fidelity Quality Factor ETF shares in Q1 2026, an estimated $14.1K.
  • Cornerstone Planning Group first reported a position in Fidelity Quality Factor ETF in Q3 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Fidelity Quality Factor ETF position peaked at $38.4K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.